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Ads / Analytics

Klipfolio AI Integration

Connect Klipfolio to BeforeQuery for grounded AI answers and agent actions across Ads / Analytics.

Connect Klipfolio
What is it?

About Klipfolio

Klipfolio is one of the Ads / Analytics platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect Klipfolio

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → Ads / Analytics and select Klipfolio.

  2. Step 02

    Sign in to Klipfolio with an account that has permissions to grant BeforeQuery the Ads / Analytics scopes required.

  3. Step 03

    Confirm the connection. Klipfolio is now available as a source and action target for every playbook in your workspace.

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How BeforeQuery uses Klipfolio

What the agent does with your Klipfolio connection

  • 01

    Read campaign performance, spend, and attribution data from Klipfolio into the Context Graph.

  • 02

    Answer performance questions grounded in Klipfolio data ("what's my CAC?", "which channel converts best?").

  • 03

    Trigger playbooks on Klipfolio anomalies (spend spike, CTR drop, conversion drop) — page the right owner with context.

  • 04

    Draft campaign reports, executive dashboards, and week-over-week updates grounded in Klipfolio data.

Use cases

What teams actually do with the Klipfolio integration

Weekly performance digest

Every Monday, BeforeQuery pulls the week's Klipfolio data, compares to prior week + prior year, flags anomalies, and drafts a digest for the marketing leader. Delivered before the standup; no manual report-building.

Anomaly-driven alerts

Klipfolio spend spikes 40% over baseline → BeforeQuery investigates (which campaign, which region, what changed), routes to the owning team with context, and pauses the offender if configured to.

Ad-hoc performance Q&A

CMO asks "what's our CAC on Google Ads this month?" → BeforeQuery pulls Klipfolio data, cross-references with new customers in CRM, computes CAC. Answer in seconds; drill-down link to source data.

Answer questions grounded in Klipfolio

Employees and customers ask Klipfolio-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact Klipfolio record shown alongside the response. No context switching, no "log into Ads / Analytics to check" round-trips.

Klipfolio — Frequently Asked Questions

Common questions about connecting BeforeQuery to Klipfolio.

Yes, gated by approval matrix. Read-only Q&A is autopilot. Pause actions typically require the marketing owner's approval. Budget changes always require an approver with the current spend + proposed spend shown.
Standard OAuth 2.0 where Klipfolio supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your Klipfolio data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every Klipfolio integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific Klipfolio objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch Klipfolio for real.

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